E-Mail-Anhänge können in einem Dokumentenpaket abgelegt werden, das mit einem Datensatz (Adresse, Veranstaltung, TerminM etc.) verknüpft ist.
Place the attachment in an existing document package:
- Open the email with a double click. It is not possible to file attachments from the preview.
- In the small editing window at the top right, mark the desired documents by left-clicking and holding down the Shift key.
- In the horizontal toolbar of the small window, click on File in document package.
- Select Search Document Package.
- In the search window, select in one or more storage locations.
- Save your input by clicking on the icon in the top left-hand corner of the input window.
Create a new document package with a link to a record:
- Link the email to one of the available data records via File in the horizontal toolbar.
E.g.: address, event, date
- When asked, open the email and go to the tab attachments.
- In the small editing window at the top right, mark the desired documents by left-clicking and holding down the Shift key.
- In the horizontal toolbar of the small window, click on File in document package.
- The first option offered is to store the linked address (event, appointment) via New creation .
- Save your input by clicking on the icon in the top left-hand corner of the input window.